My 5-step long-term care plan
By Allison BellWhat should the new Congress and president do about long-term care finance?
December 21, 2016
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump RallyThe Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
December 21, 2016
6 Ways for Owner-Advisors to Make Mergers WorkMy consulting work with advisorsand my own failed merger experiencehave taught me these lessons.
December 21, 2016
Why Net Worth Pricing Might Be the Future of Wealth ManagementA new financial planning philosophy aims to further incentivize growth by aligning client interests more tightly with those of their advisor.
December 21, 2016
How the Trump Rally Could Save EndowmentsIts well known that recent years havent been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
December 21, 2016
5 reasons why life settlement auctions don’t make senseEvery person selling a life insurance policy has a unique story and should be treated individually and with great care, not like cattle.
December 21, 2016
5 reasons why life settlement auctions don’t make senseEvery person selling a life insurance policy has a unique story and should be treated individually and with great care, not like cattle.
December 20, 2016
Start Worrying About Long-Term CareWill long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?
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